In very simple terms, here is how it works.
- Create a letter using email replacement codes and save it as a Word document (docx).
- Upload the document to our TouchPoint servers.
- Create a special Custom Report that will be a URL link to this document.
- Run your search, select your merge report from the blue Toolbar, then print and mail your letters.
This is perfect for sending letters to first-time givers, new members, letters requesting updated information…or many other scenarios. Your System Admin can follow the instructions in our help article to upload your documents for easy access when you are ready to create a mail merge. A user role is built in to the Custom Report, so only users that need to use these documents will see them as options. You determine what that role should be.